Meet Our Team

About Phillip Shaw, CFP®

GOLDSTONE FINANCIAL

SENIOR ADVISOR, CERTIFIED FINANCIAL PLANNER™

With a passion for retirement and income planning, Phillip Shaw entered the financial planning industry after meeting people who lacked access to well-informed and unbiased advice. He saw people making decisions that would adversely affect their financial future and vowed to become a resource to help others. He takes pride in taking the time to understand his clients’ goals and concerns, creating tailored solutions that will help them be on track for the financial future they dream of, and ensuring they understand how they will get there.

Phillip is a fiduciary who holds an Illinois life & health insurance license, has passed his Series 7, 65 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP©).

As an Investment Advisor Representative (IAR) and a fiduciary, he is required by law to act in his clients’ best interest, a task he doesn’t take lightly. He earned a degree in business management and organizational leadership, along with a minor in economics from Illinois State University.

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To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.

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Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.

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